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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-31 |
Branch Locations
12333 Strickland Road Suite 106, Raleigh, NC 27613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danny Newton Insurance Agency | Raleigh | NC | 05/2015 | 07/2022 |
| State Farm Vp Management Corp | Raleigh | NC | 02/2022 | 01/2023 |
| State Farm Insurance | Raleigh | NC | 07/2022 | 01/2023 |
| State Farm Investment Management Corp | Raleigh | NC | 08/2022 | 01/2023 |
| Miles Cooper Insurance Agency | Raleigh | NC | 01/2023 | Present |
| State Farm Investment Management Corp | Raleigh | NC | 01/2023 | Present |
| State Farm Vp Management Corp | Raleigh | NC | 01/2023 | Present |
1) Miles Cooper's Insurance Agency; Investment-related; 12333 Strickland Road Suite 106 Raleigh NC 27613; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 01/01/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
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